To simplify navigation, the Settings tab screen is divided into two sections:
- Upper part: Displays features currently in use.
- Lower part: Lists features that have yet to be activated. Clicking any feature from the lower section enables it for immediate use.
For newly established businesses, three sections are active by default:
- Business Details
- Chart of Accounts
- Date & Number Format
Below, you'll find the details of each available setting along with links to individual guides that offer more in-depth explanations.
Business Information and Formatting
Business Details
This setting allows you to enter your business information, which will appear on printed documents, such as invoices and orders. See: Business Details
Chart of Accounts
View and maintain a structured list of all accounts within your business's financial records. See: Chart of Accounts
Date & Number Format
Define the date and number format preferences displayed throughout your Accounter transactions and reports. See: Date & Number Format
Currencies
Manage the currencies used by your business in its transactions. See: Currencies
Taxes and Accounts Management
Tax Codes
Create and manage tax codes relevant to your business operations. See: Tax Codes
Withholding Tax
Enable withholding tax capabilities to be applied on customer invoices. See: Withholding Tax
Control Accounts
Set up, manage, and tailor custom control accounts. See: Control Accounts
Capital Subaccounts
Enable creation of subaccounts within capital accounts for detailed tracking and reporting. See: Capital subaccounts
Cash Flow Statement Groups
Customize groups to organize and properly display items within your cash flow statement. See: Cash Flow Statement Groups
Expense Claim Payers
Identify and manage individuals or entities that incur expenses on your company's behalf and require reimbursement. See: Expense Claim Payers
Inventory and Item Management
Inventory Kits
Create assembled bundles or combinations of inventory items for easy selling and invoicing. See: Inventory Kits
Non-inventory Items
Set up service-oriented or intangible items frequently used on quotes, invoices, or other sales documents, without tracking value or quantity on hand. See: Non-inventory Items
Inventory Unit Costs
Manage unit cost for inventory items at specific points in time. See: Inventory Unit Costs
Automation and Transaction Features
Recurring Transactions
Automatically create recurring transactions at specified intervals (e.g., sales invoices, purchase invoices, payslips, journal entries). See: Recurring Transactions
Bank Rules
Automate the categorization of bank transactions by defining conditions that automatically link transactions to predefined accounts. See: Bank Rules
Billable Expenses
Keep track of expenses incurred on behalf of customers, enabling easy billing and reimbursement. See: Billable Expenses
Payroll and Employee Management
Payslip Items
Define earnings, deductions, and contributions appearing on employees' payslips. See: Payslip Items
Reporting and Forecasting
Forecasts
Generate forecasts based upon anticipated income and expenses. See: Forecasts
Investment Market Prices
Update and maintain current market prices for investments held by your business. See: Investment Market Prices
Divisions
Independently manage and analyze income, expenses, assets, and liabilities for different segments or divisions of your business. See: Divisions
Customization of Documents
Footers
Add static text to appear consistently at the bottom of printed documents such as invoices, quotes, and orders. See: Footers
Custom Fields
Create additional fields within forms to meet the specific needs of your business operations. See: Custom Fields
Access Control, API, and Integration
User Permissions (Cloud or Server Editions Only)
Control access levels and permissions for restricted users within your business file. See: User Permissions
Access Tokens
Generate tokens for accessing Accounter's API, allowing system integrations and automated tasks. See: Access Tokens
Extensions
Run custom web applications within Manager through embedded IFRAME integrations. See: Extensions
Bank Feed Providers
Set up financial institutions and data aggregators that support the Financial Data Exchange (FDX) standard, enabling automatic bank account data synchronization. See: Bank Feed Providers
Email and Security Settings
Email Settings
Configure Accounter to send emails directly from within the application. See: Email Settings
Lock Date
Specify a date after which transactions on or before that date become protected from edits or deletions. See: Lock Date
Advanced Setup and Legacy Features
Starting Balances
Set initial balances for accounts when migrating from another system or setting up historical data. See: Starting Balances
Obsolete Features
Activate obsolete features that have been phased out, although continued use of these is generally discouraged. See: Obsolete Features
Utilizing the features offered within the Settings tab optimizes your experience in Accounter, enabling you to tailor functionality precisely to match your individual business requirements.